KT
KALU icon

Kanaly Trust’s Kaiser Aluminum KALU Stock Holding History

Kanaly Trust’s Portfolio KALU Stock Details KALU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$3K Hold
39
– – ﹤0.01% 745
2016
Q3 		$3K Sell
39
-37
-49% -$3.18K ﹤0.01% 729
2016
Q2 		$7K Buy
76
+25
+49% +$2.18K ﹤0.01% 595
2016
Q1 		$4K Sell
51
-7
-12% -$550 ﹤0.01% 688
2015
Q4 		$5K Hold
58
– – ﹤0.01% 666
2015
Q3 		$5K Buy
58
+22
+61% +$1.83K ﹤0.01% 645
2015
Q2 		$3K Buy
+36
New +$2.92K ﹤0.01% 717

Other funds holding KALU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

Kanaly Trust's KALU Position: Q4 2016 in Review

Kanaly Trust held its Kaiser Aluminum (KALU) position steady in Q4 2016 at 39 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Kanaly Trust first reported a position in KALU in Q2 2015 and has held it in 7 quarters since. The position peaked at $7K in Q2 2016. 194 funds tracked by Wall St. Rank hold KALU as of Q4 2016.

  • Kanaly Trust held 39 shares of Kaiser Aluminum worth $3K as of Q4 2016.
  • Kanaly Trust left its Kaiser Aluminum share count unchanged in Q4 2016.
  • Kaiser Aluminum made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #745 holding.
  • Kanaly Trust first reported a position in Kaiser Aluminum in Q2 2015 and has held it in 7 quarters since.
  • Kanaly Trust's Kaiser Aluminum position peaked at $7K in Q2 2016.
  • 194 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.